螺纹钢、铁矿石期货品种周报-20260126

Group 1: Report Overview - The report is a weekly report on rebar and iron ore futures from January 26th to January 30th, 2026 [1][2] Group 2: Rebar Futures Analysis 2.1 Mid - term Market Analysis - The main contract of rebar futures is in a sideways consolidation range of 2882 - 3330. The weekly output is 2 million tons, the apparent consumption is 1.85 million tons, the inventory of major steel mills is 1.48 million tons, and the social inventory is 4.88 million tons. The market attention has slightly declined. A grid trading strategy is recommended with an antenna of 3330, a ground line of 2882, a grid spacing of 32, and 14 grid numbers [7] 2.2 Trading Strategy - Last week, the main contract of rebar futures entered an oscillatory consolidation range. This week, a large - grid trading strategy can be considered. For spot enterprises, it is recommended to wait and see until a new mid - term trend becomes clear [10][11][12] 2.3 Related Data - The data sources of the report are Wind, Mysteel, and the trading consultation department of Great Wall Futures [15][20][28] Group 3: Iron Ore Futures Analysis 3.1 Mid - term Market Analysis - The main contract of iron ore futures is in the fourth week of an oscillatory recovery phase. The global shipment volume last week was 29.29 million tons, the arrival volume at 45 major Chinese ports was 26.59 million tons, the inventory of steel enterprises was 93.88 million tons, and the inventory at domestic major ports was 167.66 million tons. The mid - term trend is in a red ladder channel. Steel production enterprises can consider a long - hedging strategy [34] 3.2 Trading Strategy - Last week, the mid - term price of iron ore was in the third week of the red ladder channel. This week, steel production and downstream demand enterprises can consider implementing a long - hedging strategy in steps at a 30% ratio [37] 3.3 Related Data - The data sources of the report are Wind, Mysteel, and the trading consultation department of Great Wall Futures [50]